Shira Ridge Wealth Management

Shira Ridge Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Shira Ridge Wealth Management

Shira Ridge Wealth Management holds 85 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Esg Optimized (SUSA) 16.4 $39M 285k 135.65
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 10.1 $24M 521k 45.76
Ishares Tr Expnd Tec Sc Etf (IGM) 5.2 $12M 97k 125.95
Ishares Tr Esg Aw Msci Eafe (ESGD) 5.1 $12M 130k 92.98
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 4.2 $9.9M 272k 36.35
Legg Mason Etf Invt Franklin Clearbr (YLDE) 4.2 $9.9M 181k 54.61
Ishares Tr Global Tech Etf (IXN) 3.9 $9.2M 90k 103.21
Select Sector Spdr Tr Indl (XLI) 3.8 $8.8M 57k 154.23
Dimensional Etf Trust Short Duration F (DFSD) 3.6 $8.6M 178k 48.19
Apple (AAPL) 3.3 $7.8M 31k 254.63
Blackrock Etf Trust Ishares Us Equit (DYNF) 2.9 $6.9M 116k 59.20
Ishares Tr Esg Select Scre (XJH) 2.6 $6.0M 137k 43.85
Vanguard Specialized Funds Div App Etf (VIG) 2.4 $5.8M 27k 215.79
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.9 $4.6M 16k 293.79
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.7 $4.1M 80k 51.09
Vanguard World Inf Tech Etf (VGT) 1.7 $4.1M 5.5k 746.66
Ishares Tr Core Total Usd (IUSB) 1.7 $4.0M 85k 46.71
Alphabet Cap Stk Cl C (GOOG) 1.6 $3.8M 16k 243.56
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.5 $3.5M 42k 82.96
World Gold Tr Spdr Gld Minis (GLDM) 1.4 $3.3M 44k 76.45
Microsoft Corporation (MSFT) 1.4 $3.3M 6.4k 517.96
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.4 $3.3M 57k 58.21
Ishares Tr Esg Awr Us Agrgt (EAGG) 1.3 $3.2M 66k 48.03
Ishares Tr Morningstar Grwt (ILCG) 1.0 $2.4M 23k 104.30
Ishares Tr Us Treas Bd Etf (GOVT) 0.9 $2.1M 93k 23.12
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.7 $1.8M 17k 101.93
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.7M 7.0k 243.11
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $1.7M 5.0k 328.20
Costco Wholesale Corporation (COST) 0.7 $1.5M 1.7k 925.74
Meta Platforms Cl A (META) 0.6 $1.4M 1.9k 734.42
NVIDIA Corporation (NVDA) 0.6 $1.3M 7.0k 186.59
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.5 $1.2M 29k 42.47
Charles Schwab Corporation (SCHW) 0.4 $1.0M 11k 95.47
Ishares Tr Msci Eafe Min Vl (EFAV) 0.4 $993k 12k 84.83
Amazon (AMZN) 0.4 $938k 4.3k 219.57
Dimensional Etf Trust Us Equity Market (DFUS) 0.4 $900k 12k 72.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $858k 1.4k 612.35
Dimensional Etf Trust International (DFSI) 0.3 $802k 20k 40.95
Vanguard Index Fds Growth Etf (VUG) 0.3 $797k 1.7k 479.61
Ishares Tr Future Ai & Tech (ARTY) 0.3 $755k 17k 45.78
Marsh & McLennan Companies (MMC) 0.3 $739k 3.7k 201.53
Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $704k 12k 57.04
JPMorgan Chase & Co. (JPM) 0.3 $685k 2.2k 315.37
Charter Communications Inc N Cl A (CHTR) 0.3 $648k 2.4k 275.10
Vanguard Index Fds Value Etf (VTV) 0.3 $646k 3.5k 186.49
Equinix (EQIX) 0.3 $597k 762.00 783.24
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $543k 21k 25.71
TransDigm Group Incorporated (TDG) 0.2 $535k 406.00 1318.02
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $521k 1.8k 293.72
Broadcom (AVGO) 0.2 $477k 1.4k 329.91
Spdr Series Trust Portfolio S&p500 (SPLG) 0.2 $474k 6.1k 78.34
Ishares Tr Esg Aware Msci (ESML) 0.2 $467k 10k 45.08
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $439k 731.00 600.08
Tesla Motors (TSLA) 0.2 $412k 926.00 444.72
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $406k 2.8k 145.65
Ishares Tr Us Hlthcare Etf (IYH) 0.2 $390k 6.6k 58.72
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $384k 5.9k 65.26
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $378k 3.1k 120.72
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $363k 721.00 502.74
Stryker Corporation (SYK) 0.1 $350k 947.00 369.67
Cisco Systems (CSCO) 0.1 $349k 5.1k 68.42
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $347k 2.5k 139.16
Ishares Tr Core High Dv Etf (HDV) 0.1 $347k 2.8k 122.45
Chevron Corporation (CVX) 0.1 $347k 2.2k 155.30
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.1 $318k 4.3k 73.54
Deckers Outdoor Corporation (DECK) 0.1 $314k 3.1k 101.37
Marvell Technology (MRVL) 0.1 $298k 3.5k 84.07
At&t (T) 0.1 $297k 11k 28.24
Ishares Tr Core S&p500 Etf (IVV) 0.1 $289k 431.00 669.91
Vanguard Index Fds Small Cp Etf (VB) 0.1 $264k 1.0k 254.22
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $260k 1.8k 142.41
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $256k 9.7k 26.34
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $250k 1.3k 194.50
Select Sector Spdr Tr Technology (XLK) 0.1 $244k 865.00 281.86
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $234k 2.0k 118.84
Ishares Core Msci Emkt (IEMG) 0.1 $234k 3.5k 65.92
Blackrock Etf Trust Ii Ishares Short-te (CALI) 0.1 $225k 4.4k 50.67
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $225k 2.2k 103.07
McDonald's Corporation (MCD) 0.1 $223k 734.00 303.89
Netflix (NFLX) 0.1 $223k 186.00 1198.92
McKesson Corporation (MCK) 0.1 $222k 287.00 772.54
Abbvie (ABBV) 0.1 $221k 953.00 231.59
Procter & Gamble Company (PG) 0.1 $217k 1.4k 153.61
Verizon Communications (VZ) 0.1 $217k 4.9k 43.95
Ishares Tr Rus 1000 Etf (IWB) 0.1 $211k 576.00 365.48